Invesco Mortgage Capital Inc.
IVR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001437071
No open-market purchases or sales by Invesco Mortgage Capital Inc. insiders were filed in the last 90 days; 182 institutions reported holding it in 13F filings for Q2 2026, worth $337.4M in total; no superinvestor holds it.
Other share classesIVR.PC
13F holders, Q1 2024
Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 140
- −17 vs. Q4 2023
- Shares held
- 19.2M
- −383.9K (−2.0%) vs. Q4 2023
- Total value
- $185.9M
- +$11.5M (+6.6%) vs. Q4 2023
- New holders
- 22
- 53 more added
- Sold out
- 39
- 38 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IVR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 182 | $337.4M |
| Q1 2026 | 172 | $280.2M |
| Q4 2025 | 172 | $267.6M |
| Q3 2025 | 159 | $247.9M |
| Q2 2025 | 145 | $223.0M |
| Q1 2025 | 146 | $236.9M |
| Q4 2024 | 139 | $206.1M |
| Q3 2024 | 142 | $209.9M |
| Q2 2024 | 136 | $189.7M |
| Q1 2024 | 140 | $185.9M |
| Q4 2023 | 157 | $174.4M |
| Q3 2023 | 144 | $231.0M |
| Q2 2023 | 141 | $254.2M |
| Q1 2023 | 143 | $225.8M |
| Q4 2022 | 125 | $245.7M |
| Q3 2022 | 128 | $210.4M |
| Q2 2022 | 133 | $277.9M |
| Q1 2022 | 204 | $393.8M |
| Q4 2021 | 218 | $487.3M |
| Q3 2021 | 211 | $526.3M |
| Q2 2021 | 203 | $622.9M |
| Q1 2021 | 188 | $562.4M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 2,250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,138 | $19.8K | 0.00% | +2,138 | New |
| Ronald Blue Trust, Inc. | 1,840 | $17.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,636 | $16.0K | 0.00% | −12,481−88.4% | Reduced |
| Amalgamated Bank | 1,662 | $16.0K | 0.00% | −2,050−55.2% | Reduced |
| US Bancorp | 1,104 | $10.7K | 0.00% | +535+94.0% | Added |
| Russell Investments Group, Ltd. | 1,101 | $10.7K | 0.00% | +578+110.5% | Added |
| Parallel Advisors, LLC | 1,073 | $10.4K | 0.00% | +416+63.3% | Added |
| Federation des caisses Desjardins du Quebec | 940 | $9.10K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 873 | $8.45K | 0.00% | +873 | New |
| Tower Research Capital LLC (TRC) | 716 | $6.93K | 0.00% | −8,336−92.1% | Reduced |
| Signaturefd, LLC | 608 | $5.88K | 0.00% | +57+10.3% | Added |
| LGT Financial Advisors LLC | 300 | $2.90K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 274 | $2.65K | 0.00% | +274 | New |
| Hexagon Capital Partners LLC | 270 | $2.62K | 0.00% | −2−0.7% | Reduced |
| Principal Securities, Inc. | 265 | $2.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 216 | $2.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 207 | $2.00K | 0.00% | +149+256.9% | Added |
| National Bank of Canada | 181 | $1.66K | 0.00% | +89+96.7% | Added |
| Fifth Third Bancorp | 132 | $1.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $1.08K | 0.00% | +112 | New |
| Steward Partners Investment Advisory, LLC | 109 | $1.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 154 | $1.00K | 0.00% | +10+6.9% | Added |
| City State Bank | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $968 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $958 | 0.00% | −54−35.3% | Reduced |
| Archer Investment Corp | 96 | $929 | 0.00% | +4+4.3% | Added |
| Cornerstone Planning Group LLC | 83 | $751 | 0.00% | +8+10.7% | Added |
| GAMMA Investing LLC | 75 | $726 | 0.00% | −32−29.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 69 | $668 | 0.00% | +69 | New |
| The PNC Financial Services Group, Inc. | 55 | $532 | 0.00% | −242−81.5% | Reduced |
| Allworth Financial LP | 54 | $523 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $503 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $491 | 0.00% | +51 | New |
| Newbridge Financial Services Group, Inc. | 43 | $416 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 27 | $258 | 0.00% | +27 | New |
| AdvisorNet Financial, Inc | 22 | $213 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $19 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −193,878−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −139,510−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −118,300−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −114,100−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −25,058−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −55,760−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −52,441−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −39,763−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −35,160−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,796−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,506−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −24,340−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −24,085−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −21,314−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,849−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,746−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Evolution Advisers, Inc. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | 0 | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −48−100.0% | Sold out |